SALESFORCE FLOW: Automate Service Processes In Minutes│Chargent
✅ Are you a Salesforce Admin or Consultant? If so, then learn more about Salesforce Payments and get the checklist - "10 Ways To Make Salesforce Payments Safe, Easy And Profitable". In this checklist (link below) you'll learn how to make your payments secure, reduce your payment processing fees, save your staff time and increase productivity, enable your customers to serve themselves, and more!
⏭️ https://chrgnt.co/Salesforce-Payments...
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Learn how to produce a simple Salesforce flow that will help your Salesforce users create a new case and will allow you to send a secure Payment Request to your customers. For example, if you work in a customer service call center, consider this Salesforce flow to be routine as your customers might need replacement parts that are out of warranty, or wish to order supplies during a service call.
A flow is an application inside Salesforce that permits you to automate business processes, collects data, and helps you bring that data to life. Flow Builder is the interface used to create flows, and is not only powerful but can assist you in building a “code-like” logic without using a programming language.
Do you want to learn more about Salesforce Payments? Then leave a comment and let us know what you want to see next. At Chargent we specialize in Salesforce Payments, so make sure to like, subscribe, and turn on your bell notifications for more!
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⏭️ RELATED: How To Take Payments On Any Object In Salesforce | Chargent
• How To Take Payments On Any Object In Sale...
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⏭️ SKIP AHEAD
0:00 How To Create A Salesforce Flow To Automate Service Processes
0:41 What Is Salesforce Flow?
0:55 Step 1 - A New Flow
1:14 Step 2 - Add Record ID By Creating A Variable
1:49 Step 3 - Get The Opportunity By Getting The Record Details For The Opportunity Object
2:19 Step 4 - Save Your Work!
2:33 Step 5 - The Case Details Screen
3:06 Step 6 - The Decision Element
3:37 Step 7 - Explain Next Steps
3:58 Step 8 - The Payment Screen
4:23 Step 9 - Create The Order
4:59 Step 10 - Create Payment Request
5:28 Step 11 - Create Case
5:41 Step 12 - Activate
5:57 Step 13 - Try It Out!
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🧔🏻 ABOUT CHARGENT:
AppFrontier® - the makers of Chargent are proud to make payment processing seamless with an application that lets you manage single or recurring payments right in your CRM where your customer information lives. You can easily maintain compliance, and Chargent comes with pre-built integrations to 30+ direct payment gateways, with developer tools that make it easy to customize to fit any business process.
#Chargent #SalesforceFlow #Salesforce
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